Member Info for NelsontheDog

£80m mcap. Williston operating income of $16.7m So on a ration of about 8 to 1 if you account for a reducing income at Williston - not particularly high there and taking no account of Paradox drilled well awaiting production.

Personally I think the Market Cap could be a lot richer without leaving fundamentals behind- what will the new CPR recoverable resources equate to dollar wise?

Nothing negative in my post Third unless you are a shorter. I’m confident of future return here - we dont need hyperbole when you have a massive giant productive hole…y!

To shorters or potential shorters that they are trying picking up pennies from under the path of the steamroller. New bigger recoverable resources CPR to come soon at Paradox as well as short term production progress announcements and other deals to boot.

Hopefully new production updates to be communicated soon.

Lets have a meet up when we breach 100p in a few years time :)

Ha - I took so long typing, you had already given a view - thank you and good luck!

Yes - but opinion - not filtered the fellow.

Panchol claiming not to hold, warning us off, pretty much putting a white sheet over his head and going woooooo! I felt someone needed to give voice to the pesky kids but in reality he was never going to get away with it - it was just dreary and tiring to read. L200 saying he holds, and heres the kicker for me - each time we breach 10, it feels like there is a flurry of profit taking - not concerning and not dramatic, just market dynamics - people take profit and newbies take their place. I am hoping that this is about done now this morning and a further if somewhat less frantic rise continues today.

Good luck with your investment / trade - what is your target(s)?

Laura, I thought you filtered about 4 replies ago?

L200 - whats your target if I may ask? Im a refugee from the last bull run in 2021 so keen to get a view of the new investor thoughts on potential.

Zues purloining your production estimates Sumo! Thank you for providing your estimates - very much appreciated by myself when aiming to make numerical sense of the many streams of activity, often overlapping, within JLP.

From RNS "Completion of the Sable expansion is scheduled for Q1 CY2026."

I assume CY is Calendar Year so Jan to March 2026 - hence my note.

All the Best

Sumo - wasnt the expansion Q1 Calendar Year 2026 - so if completed on time, only 1 quarter of production in the coming financial year of Jubilee - just checking your estimate is based on that timing and not Q1 FY.

All the best

RNS - a lot of information in a fairly sprawled layout - hey, there is a lot going on.

My 2 initial thoughts are the FD is defining programme to not breach cash - fantastic and welcomed demonstration of control.

2. Could a simple tonnes per month in columns based on time periods with a row for each resource be shared, effectively putting into a simple summary the wording here over many pages? This could also have a paragraph to explain items not in it or possible nuances. In some companies this is called a forecast.

Thanks OilDTR,

That would be great news in regards to a new deal / deals. In terms of Enog as a red herring, it does seem awfully odd the phrasing of the subsid return and the avoidance of declaring current cash. If it transpires ENOG dont have a penalty it does not paint CHAR managers in a good light - ENOG reneged on their commitment.

My apologies, for spell checker Couerdelion

Coursing,

That last line in brackets - convert it to Latin and it’s the motto for the jubilee way!

Personally I would hope we can maximise profit ourselves but understand the temptation to cash in given our new motto and our mistrust in the shared knowledge intentions of Leon.

GLR I dont think we need more frontmen and women - we just need a good one. In the Q&A I was wincing each time Malcolm spoke - highlights were taking 3 minutes to say he cant share more info on strategy, picking up on a nuanced multiquestion but forgetting all the parts - it was very very poor with each answer making him and Coin look more and more amateur. They have probably held that call a week early - would have been better done with all permissions in place for treasury and BTC on the books - could then discuss a broad strategy proposal - "yes we are looking to buy more BTC, etc etc. I can only think he cant answer these elements as Forza going through a permissions process.

In the meantime early money and excitement on Yellow Network should underpin the rise to a higher SP.

Those of us who have been here for a while already know this is a known behaviour of the management of JLP - so not new, not relevant. Im pretty relaxed on this comms factor as its not new - and despite feeling we are on the cusp for two years plus, I think we really are on the cusp (Yes I know that makes me a mug - but most of you are here with me!).

Rising prices, rising production imminent - so many issues already dealt with. Frankly Leon and his crew are going to have to get creative to dent this run that is about to begin and I simply dont credit them with the ability to do that!

GLA

Why on earth are you here expending time then panchol? Just policing the BB's? I dont think so...we can all spot a trader looking to deramp to a better entry price.

When the SP plateuad prior to SoC I derisked - more than 200% profit on that tranche and whilst I would love to ride this all the way, I wont regret taking some profit now when I start hitting my asset allocation rules.

Back to the waiting game now I think - at least till the response which I would expect to be a firm rebuttal in two months time. So probably the next event after that when arbitration panel begins real proceeds.

Dvs1 - you raise a good point. I was surprised that the development of the mine is being delayed - if their case is that it wasnt misappropriated then just carry on as usual. However they have paused - whether this is to do with the PAT arbitration case or another factor, I dont know. If it is due to this case, I would expect a strong strong push from GoR to settle - Billions in proceeds, jobs and kickbacks on the line. If it isnt the reason for pause, they may simply continue development and run as long as possible in avoiding paying PAT.

Following on though - this is a key inflection point. If the GoI lawyers give a view that the PAT case is strong then a good public servant will take this up the chain of command - no way you are sitting on an advised losing position. Rule 1 of Public Service life - Ensure all cost bearing decisions do not rest with you - escalate or if asked to decide - settle on basis of "experts" - never ever expose risk by not going with the experts.